Schwartz Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Plymouth, MI. Its latest Form ADV filing, dated March 26, 2026, reports $3.8B in regulatory assets under management, 20 employees, 1 office, and 77 accounts.
Assets Under Management
$3.8B
Employees
20
Offices
1 office
Total Clients
32
Primary office
PLYMOUTH, MI
801 W. ANN ARBOR TRAIL, STE 244, PLYMOUTH, MI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.4% of total clients.
Top client categories% of clientsClients
1
HNWI
59.4%
19
2
Pension Plans
18.8%
6
3
Charitable
18.8%
6
4
Investment Cos.
3.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
MODEL STRATEGIES<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 26, 2026
Discretionary100.0%
$3.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8B
Total Accounts77
10Y AUM Change+$1.9B (+97.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee2:1
10Y Employee Change+3 (+17.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.